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FT Vest US Equity Buffer ETF March

127 hedge funds and large institutions have $190M invested in FT Vest US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

7% more funds holding

Funds holding: 119127 (+8)

8.97% less ownership

Funds ownership: 32.23%23.27% (-9%)

33% less capital invested

Capital invested by funds: $284M → $190M (-$93.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

72% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 60

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
17
Reduced
60
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
101
WESPAC Advisors SoCal
California
$223K +$221K +5,154 New
SG
102
StoneX Group
New York
$219K -$29.9K -695 -12%
SPIA
103
Steward Partners Investment Advisory
New York
$213K -$21.5K -501 -9%
BFA
104
Beacon Financial Advisory
Ohio
$212K
BWA
105
BlueChip Wealth Advisors
Georgia
$206K -$116K -2,700 -36%
JP Morgan Chase
106
JP Morgan Chase
New York
$140K +$82.1K +1,911 +145%
IA
107
IFP Advisors
Florida
$137K
SS
108
Sunbelt Securities
Texas
$132K
AIP
109
Ameritas Investment Partners
Nebraska
$102K +$10.7K +250 +12%
GTAM
110
Global Trust Asset Management
Florida
$63.1K +$62.7K +1,459 New
Barclays
111
Barclays
United Kingdom
$62.3K -$12.4K -288 -17%
TLA
112
Tanglewood Legacy Advisors
Texas
$62.3K
GWM
113
Geneos Wealth Management
Colorado
$58.6K
AF
114
Advisornet Financial
Minnesota
$51.9K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$51.3K -$2.28K -53 -4%
Bank of America
116
Bank of America
North Carolina
$50.8K
Wells Fargo
117
Wells Fargo
California
$36.5K +$36.2K +843 New
PSFG
118
Park Square Financial Group
Georgia
$25.5K +$25.3K +589 New
Comerica Bank
119
Comerica Bank
Texas
$24.3K
MMCM
120
Murphy & Mullick Capital Management
New York
$23.8K +$23.6K +550 New
IWM
121
IMG Wealth Management
Florida
$22.4K +$22.2K +517 New
CAL
122
Capital Analysts LLC
Pennsylvania
$19K
UBS Group
123
UBS Group
Switzerland
$7.92K -$134K -3,120 -94%
NWWA
124
New Wave Wealth Advisors
Arkansas
$4.02K +$4K +93 New
SIC
125
Salem Investment Counselors
North Carolina
$1.08K

FMAR Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2024, worth a combined $190M — down 33% from $284M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMAR positions and 12 closed out — a net gain of 10 holders — while 17 added to existing stakes and 60 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $2.15M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $57.7M sold.

  • 127 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2024, up from 119 in Q3 2024.
  • Funds reported $190M of FT Vest US Equity Buffer ETF March stock for Q4 2024, down 33% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2024 and 12 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2024 was GTS Securities, an estimated $2.15M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2024 was Mason & Associates (California), an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2024.